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Feb 18, 2013
02/13
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relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to japan and says leader less follow through with their pledge. >> we have a common approach to this and the common approach is we're not going to use currencies as a tool of economic warfare. >> and investors say the latest restructuring, natixis is up after the french lender unveils a simpler structure and the special dividend. >> and the latest polls suggest bersani's party has a narrow lead in itly. jay you're watching "worldwide exchange," bringing you business news from around the globe. >>> markets are relatively quiet, save for japan. get to
relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to...
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Feb 12, 2013
02/13
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beyond the contemplation of anybody who grew up when i grew up sort of secure in the knowledge that the u.s. is going to have to import energy forever, and that may not necessarily be the case. so those are all tailwinds. the big problem is getting the country to receive that bounty and to plan for it and to structure itself in the right way. if you take energy, for example, we really have implemented an energy policy that will be able to take advantage of some of those blessings that have come our way. >> what do you make of the stock market, the fact that here we are at the fresh highs, literally made today that were less than 1% from all-time highs on the dow jones industrial average, despite the fact that there is a lot of noise out there. >> there always is a lot of noise. could i think of a million things that could go wrong and what people underestimate or underassess is that things could also go right. there's a lot of things going right, and the equity market may well have it right. look, interest rates are very low. now you may argue in hindsight, you know, a year from now that th
beyond the contemplation of anybody who grew up when i grew up sort of secure in the knowledge that the u.s. is going to have to import energy forever, and that may not necessarily be the case. so those are all tailwinds. the big problem is getting the country to receive that bounty and to plan for it and to structure itself in the right way. if you take energy, for example, we really have implemented an energy policy that will be able to take advantage of some of those blessings that have come...
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Feb 22, 2013
02/13
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csc has exposure to u.s. government spending in europe, two areas that are not looking so hot to me. dell has to too and dell decided to go private. but the stock csc has run up 18 for the year. so david, you felt like you m s missed it and you didn't. at these levels i'd take some profits and see how the management does in 2013. thank you for bringing this to our attention. again, you were late. nicholas from florida asked me about bloomen brands, blmn. i told him i wanted to compare it to the other small restaurant chains of how they're dealing with commodity costs before opining about the stock. bloomen is the company behind outback steakhouse, crabba's italian grill and bone fish grill, roy ws a total of more than 1,400 restaurant they either own or franchise. the average check at these places just over 20 bucks. so while it's not what you call fancy, bloom zen still at the higher end of the casual dining space versus, say, olive garden or red lobster. he with like the company's been able to meet expectat
csc has exposure to u.s. government spending in europe, two areas that are not looking so hot to me. dell has to too and dell decided to go private. but the stock csc has run up 18 for the year. so david, you felt like you m s missed it and you didn't. at these levels i'd take some profits and see how the management does in 2013. thank you for bringing this to our attention. again, you were late. nicholas from florida asked me about bloomen brands, blmn. i told him i wanted to compare it to the...
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Feb 21, 2013
02/13
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Feb 22, 2013
02/13
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the u.s. equity foourchs, well, after a couple of days of declines, dow futures are up significantly this morning. that's a gain of 50 points above fair value. the s&p 500 is opening up by about 6 points and this comes after two days of declines and a lot of questions about whether this rally has tapped out, at least for the moment. among the key market drivers this week, the fed and the conversation continues today. boston fed president eric rosengren and fed governor jerome powell will be speaking at a forum in new york. you don't have to wait until then to get inside scoop on the central bank. james bullard will be our special ges guest, with us starting at 7:00 a.m. eastern time, and this is huge given all the news from the fed this week and all the questions the market has been asking. the two-days of declines we've seen in the markets has pretty much all been blamed on the markets that we got a couple of days ago. we will talk to jim about everything that was happening inside the room an
the u.s. equity foourchs, well, after a couple of days of declines, dow futures are up significantly this morning. that's a gain of 50 points above fair value. the s&p 500 is opening up by about 6 points and this comes after two days of declines and a lot of questions about whether this rally has tapped out, at least for the moment. among the key market drivers this week, the fed and the conversation continues today. boston fed president eric rosengren and fed governor jerome powell will be...
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Feb 6, 2013
02/13
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the u.s. dollar. in asia, china up eighth straight session. nikkei highest level since september of 2008. disney set to open at record highs. strength in media networks. word that it's planning films based on "star wars" characters. >>> zynga, revenues continue to fall and the social gaming company said 2013 would be profitable. >>> company seeing momentum in america's improvement in europe and big margin gains for 2013 for ralph lauren. >>> the post office could be eliminating or cutting back deliveries on saturday. we'll explain. they carry the official announcement at 10:00 a.m. this morning. >>> we start with disney. shares rising pre-market, set to open at all-time highs at fiscal fourth quarter profits beat the markets. growing attendance at the theme parks. real news came during bob iger's interview with our own julia boorstin. >> in fact, we are working on a few stand-alone films. larry kazden and simon ginberg are working on films derived on "star wars" characters that are not part of
the u.s. dollar. in asia, china up eighth straight session. nikkei highest level since september of 2008. disney set to open at record highs. strength in media networks. word that it's planning films based on "star wars" characters. >>> zynga, revenues continue to fall and the social gaming company said 2013 would be profitable. >>> company seeing momentum in america's improvement in europe and big margin gains for 2013 for ralph lauren. >>> the post office...
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Feb 8, 2013
02/13
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the u.s. then you can blow that out overseas, when you have the taint of china. i'm questioning why the stock isn't down $1. >> you've got to take a look at the asia decline, 9.5%. a lot of that was japan. japan is a huge component of that number. japan was down 17%. that cannot be ignored when it comes to asia. >> a lot going in japan that is causing the 17%. >> they've had pricing issues over the past couple of years. not sure specific to january. they did say february would be impacted, could be as much as 3%, because the year ago had an extra leap year day. december was impacted by the fact they were open on christmas day. it's really come down to that incremental, that marginal day you get every month. >> i remember when coca-cola had high single-digits in japan. i'm giving don the benefit of the doubt. i want to know what you think. you spent a lot of time with him. >> don, of course, is an engineer, so he knows operations. their coo was the old asia pacific guy. the management is well e
the u.s. then you can blow that out overseas, when you have the taint of china. i'm questioning why the stock isn't down $1. >> you've got to take a look at the asia decline, 9.5%. a lot of that was japan. japan is a huge component of that number. japan was down 17%. that cannot be ignored when it comes to asia. >> a lot going in japan that is causing the 17%. >> they've had pricing issues over the past couple of years. not sure specific to january. they did say february would...
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Feb 20, 2013
02/13
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my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah to ya. >> wow. what's up? >> caller: i've been looking at coach, do you think it's time to buy on the recent weakness? >> i can't tell you to sell it. it's down too much. maybe buy some and when the yield gets to three, buy the rest. let's use that as a strategy. let's go to fred in montana. fred? >> caller: hey, coach cramer. >> what's up? >> caller: how do we set a projection for zts or other ipos? we really thank you for your help. >> okay. thank you. this is a better ipo than most, the animal health spinoff of pfizer, another one i wanted to wait for a pullback, i'm not going to back
my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah...
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Feb 4, 2013
02/13
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let's see how this is all going to impact the u.s. session here. we have the head of u.s. equity and quantitative strategy with bank of america, merrill lynch. nice to see you. >> nice to see you, too. thank you for having me on. >> we've been able to put europe on the back burner, but right now it might bring back bad memory for investors that this is exactly what derailed us a year ago. >> it's eerily similar. you know, i think, though, that the big surprise for the u.s. equity market is that we might not see a pullback. i feel like everyone's expecting one. and we might not actually see one. for a bunch of reasons. i mean, last year, i think one thing that was a little bit different was that sentiment was not as negative as it was at this point, where we are today. if you look at wall street strategists, equity allocation is still sub 50%. you've still got a lot of strategists with price targets below where the market is today. i feel like a lot of investors have regarded this rally that we've seen so far as, you know, too far, too fast. yet it might not be. i think we
let's see how this is all going to impact the u.s. session here. we have the head of u.s. equity and quantitative strategy with bank of america, merrill lynch. nice to see you. >> nice to see you, too. thank you for having me on. >> we've been able to put europe on the back burner, but right now it might bring back bad memory for investors that this is exactly what derailed us a year ago. >> it's eerily similar. you know, i think, though, that the big surprise for the u.s....
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Feb 11, 2013
02/13
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u.s. with everybody is buying hand over fist. i've been doing it a long time and i'm still conflicted. i know these corporations have been showing better results. but at the end of the day, we still have qe because of no growth. >> rebecca patterson would tell you you have just enough growth, actually, you have a wonderful spot where it's just weak enough where the fed keeps their foot on the pedal and that's why it's the perfect moment, at least now, for the market. >> i guess it's that little circle we used to have on our baseball bats. we have to be careful about that thing cracking in half. that's what i think a sweet spot is. here we are, you have a 7.9% rate. i can debate all long about whether the housing market is getting better or not. that's the reason why we have this influx of qe. why would we be without qe? ultimately, it's all about growth and we just don't have it. here we go, the stocks are full steam ahead. i can't tell my customers not be on board, but i can tell them not
u.s. with everybody is buying hand over fist. i've been doing it a long time and i'm still conflicted. i know these corporations have been showing better results. but at the end of the day, we still have qe because of no growth. >> rebecca patterson would tell you you have just enough growth, actually, you have a wonderful spot where it's just weak enough where the fed keeps their foot on the pedal and that's why it's the perfect moment, at least now, for the market. >> i guess it's...
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Feb 7, 2013
02/13
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>> here in the u.s. you have a disconnect between what the bond markets are telling you and what the equity markets are telling you. if the bond markets are right, equities have a long way to run. >> oliver, thank you for being here. >> nice to see you. >> coming up we've got more -- >> happy valentine's day. >> treat your lady right. coming up, we've got more with our stanford economics professor john taylor. >>> coming up at the top of the hour, a "squawk box" exclusive interview with robert rubin. former treasury secretary of the united states. we'll talk about the path from debt disaster to economic prosperity. keep watching "squawk box" on cnbc. [ male announcer ] any technology not moving forward is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. >>> time now to get some final thoughts from our guest host john taylor. you make the case that the fed, by its easy money actio
>> here in the u.s. you have a disconnect between what the bond markets are telling you and what the equity markets are telling you. if the bond markets are right, equities have a long way to run. >> oliver, thank you for being here. >> nice to see you. >> coming up we've got more -- >> happy valentine's day. >> treat your lady right. coming up, we've got more with our stanford economics professor john taylor. >>> coming up at the top of the hour, a...
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Feb 12, 2013
02/13
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and a cool pad for 1 wh00 u.s. dollars and how they compete when apple has the lead in china is interesting. >> when he says the smartphone market will double in size, there's a lot of question within that how much goes back to apple. >> opposed to other players and some of the domestics there. >> more analysis on tim cook at the san francisco conference coming up. >>> and talking to johnny isakson about the state of the union coming up. >> senator isaacson was rated as the sixth most conservative senator in the senate. we'll talk in about 10 minutes about all the pertinent issues and cost of some issues discussed most likely, state of the union tonight. 10 minutes. that's not ch, you t. except it's 2% every year. go to e-trade and find out how much our advice and guidance costs. spoiler alert: it's low. it's guidance on your terms, not ours. e-trade. less for us. more for you. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and
and a cool pad for 1 wh00 u.s. dollars and how they compete when apple has the lead in china is interesting. >> when he says the smartphone market will double in size, there's a lot of question within that how much goes back to apple. >> opposed to other players and some of the domestics there. >> more analysis on tim cook at the san francisco conference coming up. >>> and talking to johnny isakson about the state of the union coming up. >> senator isaacson was...
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Feb 27, 2013
02/13
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look at it this way, if the u.s. treasury sells you a cash flow stream, what they're saying is a dollar today is a dollar of annual cash flow is worth hundreds of dollars. on the other hand, a dollar of apple's earnings is worth somewhere in the low teens. if you transfer that low pe cash flow into very high multiple bond flow, that's great. his proposal is essentially that. take part of apple and make it look more like a bond. in theory, that could add value. >> you sound like you're behind that. i wonder if you think the company can be brought around to that point of view. >> well, you know, it's -- it is probably not in the top 1 or 2 things i think about when i think of apple. i think of innovation and the competitive situation. and i also try to draw a distinction between the cash flow, which really is a measure of what kind of a premium they can get for their products versus their cash hoard. the cash hoard is the spoils of past victory. the positive cash flow, that's a measure of how competitive the products a
look at it this way, if the u.s. treasury sells you a cash flow stream, what they're saying is a dollar today is a dollar of annual cash flow is worth hundreds of dollars. on the other hand, a dollar of apple's earnings is worth somewhere in the low teens. if you transfer that low pe cash flow into very high multiple bond flow, that's great. his proposal is essentially that. take part of apple and make it look more like a bond. in theory, that could add value. >> you sound like you're...
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Feb 8, 2013
02/13
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it said "u.s. magazine," but you said "us" magazine. you went back and predepended -- >> thank you. >> he's paying attention. >> you can't get me -- it's 3:30 in the morning, i know. >> you think that's too early for him, andrew, he can't give grief at that hour? >> i want to see you guys in "us magazine" next week out on the golf course. >> is there any video of joe on the -- on the course? >> is there? >> i don't think there is. >> joe, we have a point, let's see you in the bill murray video. >> you've got two more days to play at least. >> last year there was video. we never have video of you fishing, do we, liesman? >> yes, you do. and by the way, i'm more than happy to provide it. but we want to look at that great shot you had. >> actually, casting is something you don't want to do as a golfer and i do do it. the big slice. >> you know who i am, joe. when you go out there to play foss courses, i am the guy who is illegally fishing on the golf courses. i've been thrown off of golf courses around the country. >> that snuck off. >> gu
it said "u.s. magazine," but you said "us" magazine. you went back and predepended -- >> thank you. >> he's paying attention. >> you can't get me -- it's 3:30 in the morning, i know. >> you think that's too early for him, andrew, he can't give grief at that hour? >> i want to see you guys in "us magazine" next week out on the golf course. >> is there any video of joe on the -- on the course? >> is there? >> i don't...
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Feb 14, 2013
02/13
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take a look at shares of lcc, that's u.s. airways, compare them with the airline index which hasn't been too shabby itself, no comparison at all. we should point out carl, a number of analysts have come out today and already said they like the airline sector despite the idea that the airline consolidation play has essentially played out. carl? >> it's going to be interesting to see what they trade on next, phil lebeau joining ounce the amr deal. >>> straight ahead bernie madoff wrote cnbc a letter from his jail cell. >>> and the c oh, of constellation brands is here first on cnbc, we'll talk about the revitzed agreement between anheuser and grupo modelo that has sent the stock soaring. first rick will talk about bonds. >> carl, we'll talk about muni, munis, munis. are munis in your future? that miraculous budget that seemed to balance in california, we'll talk about build america bonds with senior analyst municipal market advisers and who is it? matt fabian. you'll want to see this, about half past the hour. clients are alway
take a look at shares of lcc, that's u.s. airways, compare them with the airline index which hasn't been too shabby itself, no comparison at all. we should point out carl, a number of analysts have come out today and already said they like the airline sector despite the idea that the airline consolidation play has essentially played out. carl? >> it's going to be interesting to see what they trade on next, phil lebeau joining ounce the amr deal. >>> straight ahead bernie madoff...
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Feb 7, 2013
02/13
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the u.s. airways brands? a deal looks close for amr's american to take it over, become the number one brand. does consolidation mean airlines just got more attractive. >>> we start off with the retailers, january report card, macy's posting an 11.7% jump in same-store saturday and raising guidance. stellar results from some of the retailers. >> such a mixed picture. some guys -- kohl's, people decided their clearance is moving the stock up nicely. gap strong happens moved. consistently great job. people talking about urban outfitters doing a great job, doesn't seem like the stocks right now are moving the way you would think they would. i don't know how many people are counting on this particular month -- >> a short month, bleedover from the holidays. the rate of beats, 59% is the strongest since august, which was 86%, thanks to mkm partners. the number of them that have outpaced expectations is pretty big, relative to everything else. >> this is historically the one month i don't care about v
the u.s. airways brands? a deal looks close for amr's american to take it over, become the number one brand. does consolidation mean airlines just got more attractive. >>> we start off with the retailers, january report card, macy's posting an 11.7% jump in same-store saturday and raising guidance. stellar results from some of the retailers. >> such a mixed picture. some guys -- kohl's, people decided their clearance is moving the stock up nicely. gap strong happens moved....